Who is this article for?

Site Administrators who want to set default Home Portals for their site Users.

Site Admin permissions are required.

Home Portal is the first screen a User sees when they log into the site. It is also the page they are taken to when they select 'Home' from the Go To... menu. This article will walk you through the two ways you can choose which Portal should show up as a Home Portal.

In this article:

1. General Options
2. Portal
3. Further reading

1. General Options

To access General Options:

1. Open the Go To... menu.
2. Hover over 'Site Admin' at the bottom of the menu.
3. Select 'General' (under 'Site Options').

You will be taken to a page with a list of various site options.

From there, to set a Home Portal:

1. Select 'Home Portal' from the list on the left.
2. Click 'Home Portal▼'
3. Select 'Edit'.
   You'll be taken to a separate page with a list of all available Portals.
4. Select the Portal you want to set as a Home.
5. Click 'Save'.

You will be able to see the selected Portal on the overview page once you are taken back to it:

2. Portal

To set a Home Portal:

1. Open the Go To... menu.
2. Hover over 'Portals'.
3. Select the Portal you want to set as Home.
   You will be taken to a detailed page for the Portal.
4. Click 'Portal Name▼'.
5. Select 'Who can see this Portal?'.
   On this page, you can see information about the visibility of the Portal.
6. Click 'Home Portal▼'.
7. Choose 'Add Users and Roles'.
8. Search for the Users and/or Roles you want to set the Home Portal for.
9. Click 'Add Users/Roles'.

Once the page refreshes, you'll now see the list of Users and Roles on the right hand side.

Assigned multiple Portals to a User?
Users can only have one Home Portal at a time. If they are assigned multiple as part of the Roles they are assigned to, the Home Portal will be determined in order of priority:
   • Home Portal directly assigned to the User.
   • First Home Portal assigned to the Role the User is a part of, sorted alphabetically.
   • Default Home Portal set in General Options.

3. Further reading

• Tailoring Portal Group views for specific Users